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    Chinese semiconductor suppliers expand Southeast Asia presence at SEMICON SEA 2026
    May 7, 18:35
    AMD data center revenue surpassed Intel’s for the first time
    May 7, 18:35
    Taiwan firms’ US investment plans outpace expectations as government sets up US$50 billion financing
    May 7, 18:34
    Samsung bonus system sparks strike risk as rivals use different models
    May 7, 18:34
    Trump-Xi Beijing summit puts Taiwan's supply chain at the center of the conversation
    May 7, 18:34
    Samsung exits China consumer appliances as local brands move upmarket
    May 7, 18:34
    NEWS TAGGED GROWTH
    Friday 8 May 2026
    AI boom reshapes global EMS supply chain as Taiwanese firms extend lead

    As 2026 entered its second quarter, market research firm DIGITIMES released its ranking of the world's top 20 electronics manufacturing...

    Thursday 7 May 2026
    Advantech warns supply constraints will temper near-term growth despite strong order momentum
    Advantech reported sharply accelerated first-quarter 2026 order momentum but cautioned that tight component supply and rising material costs will constrain its near-term outlook, even...
    Thursday 7 May 2026
    Chinese semiconductor equipment makers deepen SEA OSAT presence
    Chinese semiconductor equipment makers CCtech and Nextool Technology are expanding into Southeast Asia's OSAT hubs as Malaysia and Singapore emerge as key packaging and testing centers...
    Thursday 7 May 2026
    Global chip sales surge in 1Q26, signaling supply and investment shifts
    Global semiconductor sales reached US$298.5 billion in the first quarter of 2026, the Semiconductor Industry Association (SIA) reported, underscoring robust worldwide demand with possible...
    Thursday 7 May 2026
    Taiwan notebook industry, 1Q 2026: 1Q26 beats expectations, but US-Iran war clouds 2Q26 outlook

    Introduction

    Thursday 7 May 2026
    Darfon posts margin rebound as AI server MLCC demand lifts first-quarter results
    Darfon Electronics reported that its first-quarter 2026 profit and gross margin improved as consolidated revenue rose 9.9% year on year to NT$6.025 billion (US$192.11 million). The...
    Thursday 7 May 2026
    Msscorps posts first-quarter loss as it pivots into silicon photonics inspection
    Msscorps reported consolidated revenue of NT$579 million (US$18.46 million) in the first quarter of 2026, up 24.54% year-on-year and a record for the period, but still recorded a net...
    Thursday 7 May 2026
    Innodisk tops 2025 full-year revenue in first four months of 2026
    Memory module maker Innodisk reported its unaudited March 2026 earnings, with after-tax earnings per share (EPS) reaching NT$28.1 (approx. US$0.89), surpassing its full-year 2025 EPS...
    Thursday 7 May 2026
    MetaAge posts 27% revenue increase as AI demand boosts server shipments
    MetaAge, a unit of Qisda, reported consolidated first-quarter 2026 revenue of about NT$6.02 billion, up NT$1.29 billion (US$192 million) from NT$4.73 billion a year earlier, a 27%...
    Thursday 7 May 2026
    Commentary: The real AI war may be the models nobody sees

    The global race in large AI models continues to intensify, with Chinese state-backed capital accelerating its push into the sector. According...

    Thursday 7 May 2026
    Transcom sees overseas defense orders drive revenue and production into 2026
    Transcom Technology reported that April 2026 revenue rose 45.94% year on year to NT$90.82 million (US$2.9 million) as delayed defense project shipments from March were booked in April,...
    Thursday 7 May 2026
    Flex says separate AI infrastructure company will better address hyperscaler power and thermal needs
    Flex has announced a strategic plan to spin off its Cloud and Power Infrastructure (CPI) segment into an independent, publicly-traded company, with the transaction expected to be completed...
    Thursday 7 May 2026
    Arm shifts focus to high-value silicon to bypass mobile growth plateau
    The strategic significance of Arm's current transformation lies in its transition from a volume-dependent mobile component provider to a value-driven infrastructure architect. As the...
    Thursday 7 May 2026
    Arm's licensing surge masks smartphone market slowdown
    Arm reported fiscal fourth-quarter revenue of US$1.49 billion, up 20% year over year and nearly 20% higher sequentially, according to company financial data. Net profit rose 49% from...
    Thursday 7 May 2026
    Taiwan component maker Fositek rides AI server cooling demand
    Fositek said strong demand from artificial intelligence (AI) infrastructure is driving rapid growth in its liquid cooling business and will prompt continued capacity expansion to meet...
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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook